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Current Issue   About the Register

Volume 18, Issue 4 - July - August  2017

Register Cover Story: Properly Educating the Client is a Commitment to Excellence of Service

Ron Pullman, RFC®
This month the Register focuses on continuing education. While it is one of the foundations of the IARFC designations, it also is of critical importance within the client/consultant relationship. Properly educating the client is a commitment to excellence of service.



CE Presentations Available  •  Making Trusts Work For Most Clients

by Michelle Blair








Quantifying Investor Underperformance and Demonstrating Consultant Value

by Wade Pfau


More Than Money Wealth Management: Living in an Inverted U-Shaped World

by Roey Diefendorf





A practitioner-oriented financial magazine written and published  by the IARFC. The Register is published by the International Association of Registered Financial Consultants ©2017, it includes articles and advice on technical subjects, and practice management. The IARFC makes no claim as to accuracy and does not guarantee or endorse any product or service that may be advertised or featured.


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Cover Profile Criteria: Profile Participant, must be an IARFC member in good standing, have made contribution to the financial industry, i.e. writing articles, donations to industry events and/or continuing education program activities. Cover Profile Participants are also selected according to the Register annual Editorial Calendar theme and topics.       

Time:  Selection of the Cover Profile Participants are made (early Fall) for the following calendar year. 

Selection Committee:  Is made up of the Editorial Board of the Register (Editor-in-Chief, Editor and IARFC Operations). Final selections are also reviewed by the IARFC Chairman.

Become a Cover Profile Participant:  Contact the Register Editor-in-Chief, Wendy M. Kennedy at, 513.261.6047 to be added to the roster of names in Cover Profile Participant database.  The Register Editor-in-Chief will contact you if selected within 90 days of the Register publication deadline date you are selected to be profiled.  Please, be prepared to provide your professional resume or vita. 


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 The Register


 Register Profiles 2017

Vol. 18 No. 3 -  Wade Pfau and Walt Woerheide

Vol. 18 No. 1 - Barry Dayley

 RegisterProfiles 2016

 RegisterProfiles 2015

RegisterProfiles 2014

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